Section
Credit Markets
598 posts
Top-Heavy Markets, Fragile Portfolios: How to Break Free of the Mag-7 Trap
Listen on The Move What do advisors do when markets feel like a giant game of Jenga—top-heavy,…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Bond market outlook: Resilience and rate cuts
by Matthew Brill, Head of North America Investment Grade Credit, & Craig Altholz, Client Portfolio Manager, Invesco Key…
Corey Hoffstein: Merger Arbitrage Isn’t Just for Institutions Anymore — Here’s How You Can Use It
Listen on The Move Forget what you thought about merger arbitrage — it’s no longer out…
When the Market Outgrows Its Index: Why the Agg Is No Longer Enough
“Nearly half of the opportunities available in fixed income aren’t represented in the Agg.” That’s not just a…
Rethinking Fixed Income: How Franklin Templeton Is Helping Advisors Navigate a New Era for Bonds
Let’s be clear—bonds just aren’t what they used to be. With interest rates climbing, geopolitical uncertainty swirling, and…
Debt Downgrade Drama and the Budget
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
Moody’s Debt Downgrade – Does It Matter?
by Lance Roberts, RIA This morning (May 19, 2025), markets are reacting to Moody’s rating downgrade of U.S.…
Selling America
by Hubert Marleau, Market Economist, Palos Management May 23, 2025 Last week, I wrote: “The bulls definitely had…
“We’ll Know It When We Hit a Tree”: Gundlach’s Warning on Fed Paralysis & the End of U.S. Exceptionalism
Above All, Do No Harm — Or Do Nothing? Federal Reserve Chair Jerome Powell, during his latest post-FOMC…
Unlocking Opportunities in Ontario Real Estate
In this webinar replay, RiverRock MIC’s Nick Kyprianou offers his 30-year perspective on the factors driving the MIC investing opportunity.
Drew O'Neil: Relative value metrics
by Drew O'Neil, Fixed Income, Raymond James Drew O’Neil discusses fixed income market conditions and offers insight for…
How Tariffs Impact Credit Markets
by Lawrence Gillum, CFA, Chief Fixed Income Strategist, LPL Research Additional content provided by Colby Hesson, Analyst, Research.…
Will History Rhyme? Fixed Income Themes During the First Trump Administration
by Lawrence Gillum, CFA, Chief Fixed Income Strategist, LPL Research Early in the second Trump administration, tariff threats…
Just How “Rich” Is U.S. Credit
by Kevin Flanagan, Head, Fixed Income, WisdomTree Key Takeaways Investment-grade (IG) and high-yield (HY) spreads, at +80 basis…
From Inflation to Innovation: Key Trends Shaping the U.S. Economy and Markets (JPM)
Here are highlights from the J.P. Morgan "Guide to the Markets® U.S. | 1Q 2025" which focuses on:…
